In this week’s video insight Roger discusses why we view NextDC as a long-term infrastructure play that investors should be viewing with a telescope rather than a microscope to understand the opportunity.

You can read Gary Rollo’s article here: Why I think NextDC is undervalued

The Montgomery Small Companies Fund  owns shares in NextDC. This video was prepared 02 December with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade NextDC you should seek financial advice.